CRM Phase 1 - Flipbook - Page 32
Attaching
Customers to
Company Records
Ensure that the
Customer record
is in Edit
Select the
Company icon
from CRM
Shortcuts
Using the Find
facility search for
the Company
record
YES
Is the record
found?
Highlight the
required company
NO
Select the option
to Create
This can be seen within the
Additional Details tab within
the Customer record
Refer to process
02.002.03 L1
Creating Company
Records
Select Load
Note that the Customer is
now attached to the
Company record
Attaching Customers to Company Records
02.002.02.L1 9304E
Page 32 of 115
